Proje vitrini hazırlanıyorPreparing project showcaseПодготавливаем витрину проекта
Skip to main content
Florist

Orders pour in when the big day arrives, but delivery times and addresses scatter.

Rocketly links flower orders from WhatsApp, Instagram DM, phone notes and web forms to a single customer record. Recipient details, delivery window, card message and corporate agreements stay on one screen, and anniversary reminders get planned.

The Details That Make Flower Orders Hard

In Valentine’s and Mother’s Day week orders arrive on WhatsApp, Instagram DM and the phone at once, and no shared record says which one was actually taken.

Delivery window, door number and the recipient’s phone stay buried in a chat, so a second round of messages starts just as the courier leaves.

Card messages and sender names go into a separate notebook, so on a busy day the risk of the wrong note on the wrong card rests entirely on someone’s attention.

Hotel, office and event agreements are settled by email and phone; which corporate client gets which arrangement on which cycle is never tracked.

A customer who ordered for an anniversary last year is not reminded this year and goes to another florist; the history stays on a till receipt.

Which Channels Bring Flower Orders

Instagram DM and Story Replies

Customers who see arrangement photos usually ask about price and delivery in a DM; story replies land in the same conversation.

WhatsApp Business

Order details, addresses and card messages mostly arrive here; pre-delivery updates are planned with approved template messages.

Phone Order Notes

A phone order enters the same board as a manual record, with recipient, address and timing in the same fields as digital orders.

Website Form and Chat Widget

An order form and live chat turn a site visitor directly into a customer record, asking the delivery zone up front.

Corporate Email Requests

Recurring arrangement requests from hotels, offices and event companies arrive by email and attach to a contract record.

Meta and Google Lead Forms

Occasion campaign lead-form records sync into the CRM, so you can see by source which campaign produced orders.

What Rocketly Handles in Your Flower Shop

Collect Order Requests in One Inbox

WhatsApp Business and personal line, Instagram DM and story replies, Facebook Messenger, email, SMS and web forms — the sources your shop connects appear on one screen. Rocketly supports 12 channel types, and phone orders are noted on the same record.

Give the Order a Stage

Build your own stages: Enquiry → Arrangement Choice → Confirmation and Payment → Preparation → Delivery → Delivered. The board shows which order waits at which stage and who owns it.

Put Delivery Window, Address and Recipient on the Record

Recipient name, phone, full address, door and floor notes and the preferred delivery window live on one order card. Rocketly does not run courier operations; it keeps the information and the follow-up together.

Keep the Card Message in Its Own Field

The card text, the sender name and any surprise instruction go into custom fields; the team reads them from the same screen at preparation, so nothing has to be copied out of a notebook.

Manage Hotel and Corporate Agreements

Run recurring arrangements for hotel lobbies, office receptions and restaurant tables through contract records and recurring quotes; each cycle opens its own task and invoice record.

Set Anniversary and Occasion Reminders

Build a reminder plan for anniversaries, birthdays and special dates from last year’s order dates. AI prepares the draft; the shop team writes the final wording and decides when it goes out.

Run Peak Season From the Calendar

Delivery appointments sync with Google Calendar, so in a peak week you can see which delivery windows are already full and plan the team’s capacity around them.

AI Reply Drafts and Conversation Summaries

AI drafts replies from your knowledge base — arrangement types, price ranges, delivery zones, opening hours — and summarizes long threads. Address and timing confirmations come from the team.

Season and Channel Reports

With 38 ready-made report types, use your own data to see which occasion brings orders from which channel and what volume corporate clients produce per cycle.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in a Flower Shop — and What It Will Not Do

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces drafts for arrangement, price-range, delivery-zone and opening-hours questions from your knowledge base; the team edits and decides to send.

Summarizes a Busy-Day Thread

Condenses a conversation that grew through a peak week so the next shift sees the order context without rereading it.

Tags the Occasion

Extracts the context — birthday, funeral, opening, anniversary — from the conversation and suggests a tag; the team confirms it.

Confirms No Delivery Slot or Card Message

AI does not know your capacity, gives no binding delivery time and never finalizes a card message on its own. Those confirmations belong to the shop team.

How a Flower Order Travels From Enquiry to Doorstep

01 · CONTROLLED HANDOFF

A Mother’s Day order that starts on Instagram

01

A customer DMs under an arrangement post asking whether delivery is possible tomorrow afternoon; the message lands in the inbox and a customer record opens.

02

AI drafts a reply from the arrangement and delivery-zone knowledge base; the team checks capacity and sends the answer.

03

Recipient name, address, delivery window and card message go on the order record, which moves to Confirmation and Payment.

04

After confirmation a preparation task opens, the delivery goes on the calendar and a pre-delivery update is planned.

05

Once delivered the record closes and the customer joins next year’s occasion reminder segment.

Running delivery time and address from one record

The sender shares address and timing by message, and the details go straight into the fields on the order card.

If something is missing, a confirmation task opens for the owner and the customer is asked once, not repeatedly.

When preparation is done the order moves to Delivery, with the card message and recipient phone on the same screen.

After handover the status is recorded and an update to the sender is planned.

Running a hotel or office agreement cycle by cycle

Agreement terms go on a contract record and the recurring arrangement items on a recurring quote.

Each cycle opens preparation and delivery tasks, with the responsible team and the delivery time known in advance.

At the end of the cycle an invoice record is created and correspondence runs from the same customer record.

When renewal approaches, a reminder task opens and the quote revision is prepared.

Getting the team through a peak week

Every request in the peak week collects on one board, and the calendar shows which delivery windows are full.

As capacity fills, the team keeps a reply draft ready that offers the remaining windows.

Preparation, card writing and delivery are shared out as separate tasks.

At day end, channel and time reports leave your own data for next season’s capacity plan.

Automation Flows a Flower Shop Can Build

Use these examples to discuss triggers, owners and review points before configuring your own process.

Receiving a New Order Request

So a first contact on a busy day never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the message carries a delivery date or arrangement-type tag, route it to that team.

3

Action: move the record to Arrangement Choice, assign an owner and prepare a reply draft.

4

If no reply goes out within your chosen interval, notify the shop supervisor.

Pre-Delivery Address and Time Check

So nothing is missing before the courier sets off

1

Trigger: the record moves to the Preparation stage.

2

Condition: recipient phone, full address or delivery window is empty.

3

Action: open a confirmation task and prepare the draft of one single question to the customer.

4

Once complete, move the record to Delivery and put it on the calendar.

Anniversary and Occasion Reminder

A plan to reach a customer who ordered last year

1

Trigger: the occasion date stored on the record approaches.

2

Condition: the customer has given contact consent and last cycle’s order was completed.

3

Action: prepare the reminder draft and open a task; wording and the send decision stay with the team.

4

Customers who reply move to an order record; the rest join the second-contact list.

Recommended Connections for Florists

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Order threads, address checks and pre-delivery template messages

Instagram DM (Meta)

Native connection

Attaching first contact from arrangement posts to a record

Google Calendar

Native connection

Showing delivery appointments and peak-day capacity on one calendar

SMS

Native connection

Planning a short update before delivery

Google Business Profile

Link / manual flow

Collecting order messages that arrive from maps and search

Google Sheets (Import)

One-time import

Transferring the existing customer and corporate agreement list

Where a Flower Shop Starts the Rollout

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the shop and the team

Create users for preparation, sales and delivery owners; use role-based access to limit who sees which order and conversation.

2

Build the order stages

Name the Enquiry → Arrangement Choice → Confirmation → Preparation → Delivery → Delivered flow the way your shop actually works.

3

Define the order fields

Add custom fields for recipient name, phone, full address, door and floor notes, delivery window, card message and sender name — the backbone of a busy day.

4

Connect channels and fill the knowledge base

Start with Instagram DM and WhatsApp; write arrangement types, price ranges, delivery zones and opening hours into the knowledge base.

5

Build the first three flows and test before the season

Try order intake, address-and-time checks and anniversary reminders on sample records, and walk the team through them before the peak begins.

6

Set reports and clarify the system boundary

Open channel, occasion and corporate-client reports. Your courier round, till software and online shop keep running in parallel; Rocketly is the order communication and follow-up layer.

The Rocketly Capacity Available to a Flower Shop

0

Channel types flower orders arrive on

0

Templates for occasion and delivery flows

0

Report types covering orders and peak seasons

0

Interface languages for corporate and visiting clients

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Florist CRM — Frequently Asked Questions

Rocketly is a CRM layer for order demand and customer communication: orders from connected channels and from the phone attach to a single customer record, recipient, address, delivery window and card message are written down, corporate agreements and occasion reminders are tracked, and the process becomes reportable. It does not take over your courier round, till software or online shop; it runs alongside them.

Recipient name, phone, full address, door and floor notes and the preferred delivery window sit as custom fields on the order record, while preparation and delivery become tasks. If address details are missing, a confirmation task goes to the owner. Rocketly plans no courier routes and runs no shipping operation — it keeps the information, the owner and the customer conversation in one place.

In a peak week every request from every channel collects on the same board, the calendar shows which delivery windows are already full, and the team plans capacity around that. For recurring questions about arrangements, price ranges and delivery zones, AI drafts from your knowledge base and the team edits and sends. Preparation, card writing and delivery are split into separate tasks with named owners.

You record past order dates and the occasions a customer mentions as custom fields. Workflow Builder ships with 55 templates and 46 trigger types, so as the date approaches a reminder draft is prepared and a task opens for the owner. The final wording and the decision to send stay with your shop team.

Yes. Agreement terms live on a contract record and recurring arrangement items on a recurring quote, so every cycle produces preparation and delivery tasks plus an invoice record. Correspondence with the corporate contact runs from the same customer record, and a reminder task opens when renewal approaches. The lobby and reception routine no longer depends on one person remembering it.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email, SMS and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

No. Rocketly does not connect to your till software to read current flower counts; what can be prepared moves on what the team writes into the record. Inventory Management is a separate add-on with its own item and movement log. Daily market buying and wastage tracking stay in your own routine, while Rocketly covers orders, communication and delivery follow-up.

Yes. You open a manual record for a phone order and fill the same recipient and delivery fields, so it moves on the same board as digital orders. Shops using a switchboard integration can also attach call records to the customer card. Rocketly does not provide its own telephone exchange; your existing call setup keeps running in parallel.

There is a permanently free plan and no credit card is requested; there is no trial that expires and locks you out. AI features, advanced workflows and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, so you can size user seats against your seasonal peaks.

Florist

Keep the Order, the Delivery Window and the Card Message Together

On a peak day, who prepares what and where it goes should never be a guess.

Best Prices

The Right Plan for Your Business

Monthly

Yearly
2 Months Free

Free

$0

/month

Basic CRM features

Sales Pipeline

Gemini AI support

Email notifications

Starter

$29

$25

/month (Billed yearly)

$58 savings

All Free features

Unified Inbox

Sales Pipeline

Lead Scoring

Excel/CSV Export

💎 MOST POPULAR

Professional

$79

$66

/month (Billed yearly)

$158 savings

All Starter features

Visual Workflow Builder

WhatsApp Personal Integration

All AI engines (Claude, GPT-4, Groq)

Workflow Templates (12+)

✦ BEST VALUE

Business

$199

$166

/month (Billed yearly)

$398 savings

All Professional features

AI Chatbot Agents

Multi-Agent Routing

Knowledge Sources (25)

AI Training Interface

Construction CRM

$950

$792

/month (Billed yearly)

$1900 savings

All Business features

Construction CRM Module

Unit & Block Management

Payment Plans & Installments

Auto Contract Generation

Start using Rocketly today.


Discover the CRM built for your industry.